ASX:BKY

BERKELEY ENERGIA LIMITED

Barry FitzGerald

Mining’s big boys are back in the chase for base metals, as this week’s deals by BHP and South32 show. A lack of big-scale exploration success in recent years is fuelling growing concerns about a longer-term supply deficit, which is in turn increasing the strategic appeal of existing resources. ... Show More

Patrick Poke

There's no cure for low prices like low prices, and if you're looking for low prices, uranium has suffered some of the lowest of any commodity in recent years. Uranium reached a low of US$18/lb at the end of 2016, a far cry from the US$130/lb it fetched in 2007.... Show More

Tim Boreham

The paradox of the current uranium market is that the more the major producers curtail output because of a stubbornly low price for the commodity, the higher the hopes of a recovery. Show More

Michael Goldberg

A few months ago we wrote on Livewire that the spot price of Uranium was far too low based on the fundamentals of the industry, and that it was like buying oil at $20/barrel. While prices have not moved higher yet, it is rare to see a commodity with so... Show More

Michael Goldberg

Uranium stocks have been quietly gaining in recent months, however, we expect materially more from the sector as it continues to rationalise in the medium-term. To put the current price of uranium into terms more familiar: we believe it is trading at the equivalent of oil at US$20 per barrel. Show More

Gavin Wendt

Uranium has been the most-hated commodity since 2011 - and the Global X Uranium ETF, which tracks global uranium miners, is down by 90% over the last six years. But since the Trump election victory, international uranium stocks have soared by 59%. The market is speculating that the Trump administration... Show More

Today's note - it's a quiet day - but still a first strike at First Growth Funds, Recce Limited, and Berkeley Energia, while Prime Media Group and Metallum avoid a second strike. From yesterday's AGMs, Alexium International received a first strike with only 61.80% poll votes for its remuneration report.... Show More